See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,823 | $90,503-40.5% | $78,689-31.6% | $273,961-80.4% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 5.68% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $760 | $3,176-76.1% | $2,851-73.3% | $4,869-84.4% |
| Participant deferral / active EE | $1,920 | $3,901-50.8% | $3,517-45.4% | $5,287-63.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |